GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.07M
3
+$1.59M
4
MCHP icon
Microchip Technology
MCHP
+$1.51M
5
UDR icon
UDR
UDR
+$1.44M

Top Sells

1
+$1.47M
2
+$1.42M
3
+$1.33M
4
GAP
The Gap Inc
GAP
+$1.22M
5
KIM icon
Kimco Realty
KIM
+$1.1M

Sector Composition

1 Financials 18.53%
2 Technology 14.83%
3 Industrials 13.38%
4 Consumer Discretionary 9.48%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$548K 0.34%
+22,060
102
$547K 0.34%
+4,610
103
$547K 0.34%
13,772
+8,749
104
$540K 0.33%
4,581
+2,314
105
$538K 0.33%
+3,722
106
$536K 0.33%
+3,286
107
$534K 0.33%
+12,106
108
$530K 0.33%
+4,765
109
$522K 0.32%
+3,373
110
$520K 0.32%
+4,660
111
$520K 0.32%
+3,663
112
$518K 0.32%
+3,857
113
$513K 0.32%
+8,630
114
$513K 0.32%
4,439
+2,253
115
$510K 0.32%
+9,420
116
$497K 0.31%
+4,406
117
$497K 0.31%
20,343
+8,538
118
$493K 0.31%
3,827
+1,615
119
$490K 0.3%
+27,981
120
$489K 0.3%
10,028
+2,818
121
$481K 0.3%
24,114
+12,528
122
$481K 0.3%
+10,940
123
$479K 0.3%
+2,402
124
$478K 0.3%
+3,782
125
$477K 0.3%
+4,168
3 4
5
6 7